Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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Showing 1177

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest almost 4 years ago in CS - Claims Administration 1 Roadmap Consideration

Action Item "Actual Completion Date" should not allow future dates to be selected

It doesn't make sense to be able to select future dates for the "Actual Completion Date" for action items.
Ashley Helmick over 1 year ago in Resilience - Actions 0 Future consideration

Scale impacts that dont have data entered are hidden to prevent to document becoming to large

In the BIA when entering the impact categories for the business activity. For Impacts on the scale that don't have any data entered they should have the option to be hidden. this will prevent a the BIA for a department with a large number of activ...
Guest over 1 year ago in Resilience - BIAs 0 Future consideration

Automation of New Properties (PVC Portal)

One of the significant requests was to have newly reported Properties auto-approved with the user provided the ability to enter new property values immediately. Unfortunately, per Product, the PVC Portal framework does not support that, requiring ...
Guest over 4 years ago in RMIS - Property Management 0 Future consideration

Email Support - Attach function

You should allow attachments to be sent via Help and Support email function within the portal.
Guest 8 months ago in Resilience - Business Continuity - General 1 Future consideration

Replicate claim approval capabilities for premium and related transactions in policy

In the claims module we have capability to support peer review and approval processes for claims financial transactions. Client needs the same functionality for policy premium (and tax and cost etc.) financial transactions.
Guest over 2 years ago in CS - Insurance Policy/Program Management 0 Will not implement

Option to Retain original Transaction Date when moving transactions

When moving a transaction have a choice as to whether to keep the original transaction date or use Today's date as the trans date on the new claim
Guest over 3 years ago in CS - Claims Administration 3 Future consideration

Risk Express - Add ability to select Response Type when adding a Response in grid view

Response Type cannot be selected when adding a Response to a Risk in Risk Express when viewing Risks in grid view. Only the default value is available unless adding response from Risk Details page. Original Active Risk ID: ARM-I-177
Guest about 4 years ago in Active Risk / ARM - Other Interfaces (Risk Express, Verify, SnappIT, Surveys, ARM apps) 0 Future consideration

Display impact scales definitions on BIAs

Customer would like to display impact scales definitions on BIAs. For instance something like a question mark icon next to each impact that shows the scales. Currently only definitions are showed after being selected.
Nick Adams over 1 year ago in Resilience - BIAs 0 Future consideration

Need Event/Actions for Payment Preferences/Contacts

We need to be able to create events/actions that will populate data from the Payment Preferences screen to the Contact and/or to a claim transaction that is associated with a particular contact.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration